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De Lisle Partners LLP
De Lisle Partners LLP is an institution, managing $815.6M across 174 long positions as of Q3 2025 with BBW as the largest holding (6% allocation).
- Portfolio Value
- $815.6M
- Positions
- 174
- Top Holding
- BBW at 6.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in De Lisle Partners LLP's portfolio (33.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $50.1M | 6.14% | +$1.7M Bought | 5.84% 765.9K shares | |
Uranium Energy | $41.7M | 5.11% | +$167.7K Bought | 0.11% 497.4K shares | |
Technology Distributors Technology | $32.4M | 3.98% | +$1.7M Bought | 5.21% 240.6K shares | |
Unknown Unknown | $31.1M | 3.81% | +$1.7M Bought | 0.71% 362.4K shares | |
Financial - Mortgages Financial Services | $25.7M | 3.16% | +$1.9M Bought | 0.19% 122.1K shares | |
Engineering & Construction Industrials | $23.8M | 2.91% | — | 0.23% 70.0K shares | |
Chemicals - Specialty Basic Materials | $17.8M | 2.18% | — | 0.47% 97.4K shares | |
Specialty Retail Consumer Cyclical | $16.4M | 2.01% | -$1.6M Sold | 0.22% 42.3K shares | |
Banks - Regional Financial Services | $15.4M | 1.89% | — | 5.07% 385.5K shares | |
Medical - Devices Healthcare | $15.3M | 1.87% | -$1.0M Sold | 0.99% 76.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in De Lisle Partners LLP's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for De Lisle Partners LLP
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